ISA Withdrawal

Please complete the following in order to make a withdrawal from your ISA

ISA Closure

Please complete the following in order to close your ISA and receive all funds

Address *

Address Line 1

Address Line 2

City / Town

Post Code

National Insurance Number *

Membership Number *

ISA Policy Reference *

Date of Birth *

Email *

Confirm Email

If you are currently paying into your ISA on a regular basis, do you want to continue paying? *

What type of withdrawal do you wish to make? *

Full
Partial

How much do you wish to withdraw? (£) *

What fund would you like to withdraw from?

Developed Markets Fund
Multi-Index Fund
Both

Developed Markets Fund [%]

Multi-Index Fund [%]

Please upload a copy of your proof of identity: *

Drop your file here or click here to upload You can upload up to 5 files.

A copy of either your driving licence, passport or birth certificate

Please upload a copy of your bank statement you wish for the funds to be paid into: *

Drop your file here or click here to upload You can upload up to 5 files.

Transactions not required.

Transfer funds to

Account Holder's Name *

Sort Code *

Account Number *

Declaration

I declare *

I declare that I am over 16 years of age and that the information I have provided above is correct.

I authorise (Withdrawal) *

I authorise Transport Friendly Society to process this withdrawal from my ISA, (Policy reference above), as soon as possible and I will accept any consequential losses that may arise as a result of this withdrawal.

I authorise (Closure) *

I authorise Transport Friendly Society to close my ISA, (account number above), as soon as possible and I will accept any consequential losses that may arise as a result of this request.

I Understand (Withdrawal) *

I understand that the withdrawal proceeds will be made up of cash only and these proceeds will be transferred to my bank account, details of which I have provided above.

I Understand (Closure) *

I understand that the closing proceeds will be made up of cash only and these proceeds will be transferred to my bank account, details of which I have provided above.

Signature *

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ISA Withdrawal

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